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8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I OMB No. 15452224 See separate instructions. Reporting
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Collect all necessary documents such as personal identification, proof of address, and income statements.
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Credit Suisse Asset Management is the asset management division of Credit Suisse Group, a multinational financial services company.
Investment managers, financial institutions, and individuals managing assets through Credit Suisse may be required to file Credit Suisse Asset Management forms.
To fill out Credit Suisse Asset Management forms, you will need to provide detailed information about the assets being managed, financial performance, and compliance with regulations.
The purpose of Credit Suisse Asset Management is to help clients optimize their investment portfolios and achieve their financial goals.
Information such as asset values, investment strategies, risk assessment, and compliance with regulatory requirements must be reported on Credit Suisse Asset Management forms.
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